BWM

Braver Wealth Management Portfolio holdings

AUM $616M
1-Year Est. Return 12.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$332M
AUM Growth
-$55.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$5.63M
3
+$5.43M
4
RTX icon
RTX Corp
RTX
+$1.65M
5
QCOM icon
Qualcomm
QCOM
+$1.53M

Top Sells

1
+$13.9M
2
+$13.1M
3
+$7.49M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$6.78M
5
IHE icon
iShares US Pharmaceuticals ETF
IHE
+$6.49M

Sector Composition

1 Technology 3.58%
2 Healthcare 3.11%
3 Financials 1.48%
4 Industrials 1.42%
5 Energy 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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